CWM

Crowley Wealth Management Portfolio holdings

AUM $126M
1-Year Est. Return 23.05%
This Quarter Est. Return
1 Year Est. Return
+23.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$121K
2
+$118K
3
+$115K
4
ARTY
iShares Future AI & Tech ETF
ARTY
+$80.2K
5
IGPT icon
Invesco AI and Next Gen Software ETF
IGPT
+$68.4K

Top Sells

1
+$184K
2
+$169K
3
+$147K
4
MDT icon
Medtronic
MDT
+$140K
5
DUK icon
Duke Energy
DUK
+$129K

Sector Composition

1 Healthcare 17.79%
2 Technology 16.75%
3 Consumer Discretionary 15.71%
4 Industrials 10.64%
5 Financials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11M 10.48%
49,535
-263
2
$5.3M 5.05%
25,308
-549
3
$5.28M 5.03%
22,631
-279
4
$4.3M 4.1%
17,547
-239
5
$4.22M 4.02%
16,268
+214
6
$4.14M 3.94%
11,294
-103
7
$4.04M 3.85%
97,510
8
$3.9M 3.72%
10,399
-232
9
$3.87M 3.69%
87,110
10
$3.07M 2.93%
9,854
-163
11
$3.04M 2.9%
30,850
-1,869
12
$2.62M 2.49%
7,026
-100
13
$2.48M 2.36%
18,698
-440
14
$2.43M 2.32%
4,568
-144
15
$2.31M 2.2%
69,200
16
$2.22M 2.11%
9,090
-250
17
$2.16M 2.05%
11,329
-353
18
$1.47M 1.41%
4,208
-100
19
$1.4M 1.34%
2,509
+2
20
$1.35M 1.28%
12,259
-858
21
$1.2M 1.14%
9,037
-118
22
$1.11M 1.06%
4,295
-359
23
$1.08M 1.03%
6,940
-441
24
$1.06M 1.01%
8,656
-1,059
25
$949K 0.9%
1,731
-49
1
2 3 4 5